1. Georgia Fujikawa and Bob McQuillan Electronic Resource Management: Getting a Running Start on Your Implementation May 17 - 20, 2009

2. Hello … Who We Are Georgia Fujikawa –Manager, Training Programs Bob McQuillan –Senior Product Manager BlackpitShooting

3. What is Millennium Electronic Resource Management (ERM)? Product that provides the library a central place to store information about e-resources, and a mechanism to expose that information to staff and patrons

4. What else? Tool to manage licensed resources –E-journals –Abstracting and indexing (A&I) databases –Full-text databases Fully integrated with Millennium products

5. Myth Busters crosathorian

6. Good News … We Can Get You Started! Initial phone consultation We do some preparation work Innovative Training Consultant spends 3 days on site – 2 days implementation plus one day training You can be live when the trainer leaves

7. What’s at the Finish Line? Where can I get it? What will I find there? Why can’t I get there? Who can get there? I want to hold it in my hands! Additional bibliographic detail This is what I want

8. Essential Millennium ERM Implementation Stages Stage 1: Identify and load Resource records Stage 2: Customize Resource records Stage 3: Load coverage data Stage 4: WebPAC / Encore display Our Implementation Department staff will take you through the first four stages:

9. Essential Millennium ERM Implementation Stages Stage 5: Ongoing maintenance –Load or create license and contact records –Maintain coverage updates –Usage statistics and cost analysis Library is now trained and prepared to take over:

10. What Are All the Pieces Involved? liza31337

11. Stage 1: Identify & Load Resource Records Identify available records, whether from –Existing database, or –Vendor data, or –Existing bibliographic records If you do not have a good source of resource records, we can provide a default batch of records that can be customized for your needs

12. Stage 1: Identify & Load Resource Records

13. Default record set … example record Suppressed from public display Note regarding record source Generic URL Minimal information in fixed fields

14. Stage 2: Customize Resource Records Resource ID customized to match coverage data source Generic URL appended with proxy or password Fixed field information created

15. Stage 3: Coverage data Identify data sources Load coverage data Edit coverage data Title overlap report

16. Stage 3: Load coverage data Possible data sources –Content Access Service (CASE) –Vendor provided files –External knowledgebase SFX data (using script developed by University of Saskatchewan – i.e., SaskScript) –Library maintained files

17. Stage 3: Load coverage data Content Access Service (CASE) –Coverage data service provided by Innovative Interfaces –Includes A-Z list of databases and journal titles –Subscription product included free with Millennium ERM for first 12 months

18. Stage 3: Load coverage data (CASE) Content Access Service (CASE)

19. Stage 3: Load coverage data Coverage Load matching –Resource record contains a Resource ID variable field matching the same field in the coverage file –Bibliographic records contain an ISSN, title or alternative lookup value, which is most often a unique number provided by the coverage vendor

20. Stage 3: Load coverage data

21. Load Catalog –Finds existing bibliographic records or creates new bibliographic records for each e-journal title Load Coverage –Updates holdings information for each title in the coverage database

22. Stage 3: Load coverage data Coverage Edit database –New resources added –New titles added –Existing titles updated –“Deleted” titles identified in report –Edit coverage file entries

23. Stage 3: Load coverage data Resource Record --------------------------- EBSCOhost: Electronic Journals Service Holdings Record ------------------------------ 1975 - Present Bibliographic Record --------------------------- Agricultural Economics Bibliographic Record --------------------------- Methods in Spectroscopy Resource Record --------------------------- Science Direct Holdings Record ------------------------------ 1975 - 2005 Holdings Record ------------------------------ 1998 - Present Bibliographic Record --------------------------- Archives of Brain Studies Holdings Record ------------------------------ Vol.75

24. Stage 3: Title overlap report

25. Stage 4: WebPAC / Encore Display How do we want to make ERM records available in WebPAC or Encore? –Bibliographic records of online journal titles with resource and license information –Searchable resource (database) records displaying license information and associated bibliographic records / holdings –A-Z List of databases and journal titles

26. Stage 4: WebPAC / Encore Display

29. Index Options: –Resource name index –Resource subject index –Resource names in title index

30. Stage 4: Display … Indexing

31. Stage 4: WebPAC / Encore Display Web Options: –Out-of-the-box web options are set up for immediate use –Or we can customize (e.g., configure which license fields to display in the public record view)

32. Stage 4: WebPAC / Encore Display

33. A-Z Lists: –Use the resource name and resource subject to generate finding aids

34. Stage 4: WebPAC / Encore Display

36. Stage 5: Ongoing Maintenance Load or create License and Contact records Attach order records Add new Resource records Maintain coverage updates Usage statistics and cost analysis

37. Stage 5: Ongoing Maintenance Create or load License Records

38. Stage 5: Ongoing Maintenance Create Contact Records

39. Stage 5: Ongoing Maintenance Load coverage updates based on the frequency of your vendor’s coverage files Handle the added titles, deleted titles and exceptions

40. License Record ------------------------------ License Details Stage 5: Ongoing Maintenance Resource Record --------------------------- EBSCOhost: Electronic Journals Service Holdings Record ------------------------------ 1975 - Present Bibliographic Record --------------------------- Agricultural Economics Bibliographic Record --------------------------- Methods in Spectroscopy Resource Record --------------------------- Science Direct Holdings Record ------------------------------ 1975 - 2005 Holdings Record ------------------------------ 1998 - Present Contact Record ------------------------------ Contacts Order Record ------------------------------ Payments Bibliographic Record --------------------------- Archives of Brain Studies Holdings Record ------------------------------ Vol.75

41. Stage 5: Ongoing Maintenance Usage Statistics –ERM AutoStat Configuration –SUSHI statistics from vendors

42. Stage 5: Ongoing Maintenance

44. Why Millennium ERM? Promotes your e-resources to your users Helps solve subscription and license management issues Integrated into your current system for staff and patrons Allows you to track license/resource data, then allows you to present that data to staff and patrons

45. Why our implementation & training plan? Ready-to-use Resource records We walk you through the process and leave you ready to go live Your first coverage load is done WebPAC and Encore are ready to display We train you and your staff on the new functionality

46. Questions? BlackpitShooting Georgia Fujikawa –Manager, Training Programs Bob McQuillan –Senior Product Manager

47. New! Encore Reporter Encore Reporter is an exciting new product that produces robust reports from a rich variety of data sources. Presentations on Wednesday, May 20 th 10:00amEncore Reporter PresentationInnovative Information Center 12:30pmEncore Reporter PresentationInnovative Information Center 1:30pmSession O11: “Encore and Beyond: Building on the Encore Framework” California A 2:30pmEncore Reporter DemonstrationInnovative Information Center